See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,845 | $102,317+240.9% | $146,958+137.4% | $80,856+331.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 15.59% | 134.76%-119.2pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $17,474 | $3,713+370.6% | $4,933+254.2% | $2,755+534.3% |
| Participant deferral / active EE | $10,309 | $6,644+55.2% | $8,070+27.7% | $4,296+140.0% |
| Admin fee / account holder | $5,434 | $7,941-31.6% | $12,998-58.2% | $6,918-21.4% |